By Jonathan Shapiro
Publication Date: 2025-12-10 14:00:00
Vanguard and BlackRock, the world’s two largest asset managers, have laid out different views on how billions of dollars invested in artificial intelligence will drive the market and which companies will benefit.
The two asset management giants together manage about $36 trillion ($54 trillion). Vanguard outlined its view of the coming year to investors on Thursday, saying the giant Silicon Valley companies driving the AI spending boom risk “emerging from this massive build-up period overextended, resulting in less optimistic earnings performance.”
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